The Real Secret to Successful Investing
From Warren Buffett’s performance with American Express and our own track record of winners, history shows what can happen when you hold on to great businesses through thick and thin.
September 2024
Dig, Baby, Dig
As low-cost EV manufacturers lead the transition to electrified transport, and with lithium (the key component of electric vehicle batteries) prices down 85% in the last three years, the lithium mining industry has become one of the most beaten down in the stock market. That has created the ultimate contrarian opportunity we introduce in this issue.
Progressive Shares Soar and Buffett Buys Into Ulta…
Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.
Why You Should Look for “Lindy”
For more than 20 years, Porter wrote to his subscribers. Now he is ready to do so again. There’s a lot he can teach about investing and about life. And the most valuable things will be counterintuitive and will challenge your preconceived notions.
Introducing Porter’s Daily Journal
For more than 20 years, Porter wrote to his subscribers. Now he is ready to do so again. There’s a lot he can teach about investing and about life. And the most valuable things will be counterintuitive and will challenge your preconceived notions.
The Real EV Revolution: The Story You Haven’t Heard
Many U.S. automakers that went “all in” on EVs just a few years ago are now pulling back. It seems this “zero-emission” revolution has not yet arrived… unless you travel halfway around the world where EV sales are booming.
In Good Company… at a Fraction of the Price
This report highlights the opportunity to invest alongside the world’s most sophisticated investors at a significant discount to the prices they paid – while the company we feature is not yet a household name.
Sell Alert: Frontier Communications 5.875% Bond
The Wall Street Journal has reported today that Verizon is in advanced talks to buy Frontier Communications (Nasdaq: FYBR) in an all-cash transaction. As a reminder, in a change of control Frontier must pay $1,010 for our 5.875% bonds maturing November 1, 2029. The bonds rose over $80 on the news and are currently trading